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Insurance and pensions

Pensions have seen one of the most significant examples of the application of behavioural economics with the use of auto-enrolment. EPC staff advised the Department for Work and Pensions on the design of personal accounts (now NEST) including its structure and the use of auto-enrolment. Within insurance, EPC staff have advised on income protection policies, age discrimination, and the overall regulation of general insurance.  This is in addition to the significant experience of EPC with respect to distribution and financial advice in both life and general insurance products.  See Distribution and Financial Advice for further details.

Recent work by EPC includes multiple reports on Income Protection policies including the most recent report for Zurich on the value of rehabilitation activities within Income Protection policies.  Read more.

  • Report on professionalism in insurance

    A report for the Chartered Insurance Institute on professionalism in the insurance sector

    Download PDF

  • Advice on General Insurance Pricing Practices

    Competition advice for one of the UK’s largest insurers on the FCA’s market study into General Insurance Pricing Practices

  • Advice on professional indemnity insurance

    Advice for the Solicitors Regulation Authority on their professional indemnity insurance requirements as well as examining the distributional impacts of the PII requirements

    Download PDF

  • Advice on wholesale insurance brokers

    Competition advice on the FCA wholesale insurance brokers market study

  • Advice on financial advice and distribution

    Advice on various reviews including the Financial Advice Market Review and the Retail Distribution Review and follow on reports

  • Advice on consumer investments market

    Advice regarding regulatory issues within consumer investments

  • Report on insurance and age discrimination

    A report on insurance and age discrimination focusing particularly on motor insurance and travel insurance for the Association of British Insurers. Available here.

  • Advice on workplace pension profitability

    Advice and modelling on the profitability of workplace personal pensions in relation to pricing decisions and price caps.

  • Report on competition in personal accounts

    Reports for the DWP on competition in personal accounts and the value of branded choice in personal accounts during the development of what became NEST Report on value of brands in personal accounts.  The reports are available to download from CRA’s website here and here.

  • Competition advice on annuity markets

    Advice on competition in annuity markets.

Areas of expertise

  • Asset management, clearing and exchanges
  • Banking, Credit and Payments
  • Competition and State Aid
  • Distribution and financial advice
  • Income Protection
  • Insurance and pensions
  • Legal services
  • Regulatory strategy

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